Home Owner & Condominium Associations

Industries served | Home Owner and Condominium Associations | Dalby, Wendland & Co., P.C. | CPAs and Business Advisors

HOA and Condo Association Services Info Download

HOA and Condo Association Services Info Download

It is the responsibility of home owner and condo associations to oversee member fees, distribution of funds, financial reporting, asset tracking, and tax filings. For most, this can be a daunting and confusing responsibility. We are skilled at special tax considerations and the complexities of IRS code that will put your association and members on the right path.

Dalby Wendland professionals can help self-managed and property management associations with:

Tax

  • Income tax return preparation and filing
  • Depreciation schedules, including depreciation options and elections
  • Capital asset planning and strategy
  • Cost segregation studies
  • IRS audit support

Client Accounting Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • HOA billings
  • QuickBooks® set-up, training, and consulting
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Consulting Services

  • Cash flow management
  • Financial projections and budgets
  • Budget and reserve funding
  • Litigation support

Audit & Assurance

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Fraud investigations and risk management
  • Agreed-upon procedures